Leadership Through Data Ltd

Agenda for the day: • Introduction to privacy • Public interest in information privacy • Privacy risks for organisations • Regulatory landscape for information privacy • New Zealand • International • Privacy Principles • Privacy and information governance • Role of records and information professionals • Privacy management in practice • Privacy by Design • Privacy Impact Assessments • Privacy enhancing technologies • Records management support

The M365 Purview eDiscovery Premium Course is designed to provide comprehensive training on Microsoft 365 Purview eDiscovery Premium. This course covers various aspects of eDiscovery, including the identification, preservation, collection, and review of electronically stored information (ESI) within the Microsoft 365 environment. The course typically includes: - Detailed instructions and exercises on how to use the eDiscovery tools within Microsoft 365 Purview. - Scenarios and practical exercises to help participants understand and apply eDiscovery processes. - Guidance on best practices for managing eDiscovery cases, including setting up and managing holds, searches, and exports. - Interactive sessions where participants can ask questions and engage with the trainer and other attendees. - The course is structured to ensure that participants can effectively use the eDiscovery tools to manage legal and compliance requirements within their organization. It is suitable for legal professionals, compliance officers, IT administrators, and anyone involved in managing eDiscovery processes.

This Information Risk Management training course will teach you All You Need to Know about information risk management. The course covers relevant legislation, government guidelines and recommendations for local frameworks, as well as covering practical overviews of risk appetite and managing risk through an annual cycle. The course will end with some recommendations on how to get your organization and senior management on board, and will also give you some tips and tricks on how to communicate the importance of this subject effectively to them.

This course will give you a general overview of a Microsoft 365 ecosystem and will highlight the things to do, and not to do when considering your information management and governance of it. This course is best for those who: - Are looking to deploy Microsoft 365 - Are currently deploying Microsoft 365 - Are looking to re-engineer their existing Microsoft 365 We do not have any prerequisites for our courses.

Microsoft Copilot is a powerful AI tool designed to revolutionize the way we work. The real opportunity is to not only transform personal productivity, but lift the capability of an entire organization. Copilot sets a new baseline, one where every employee gains the skills to write, design, code, analyse data, and more, amplifying expertise and taking work from good to exceptional. In this course, created specifically for information managers, you’ll gain a solid understanding of how to handle compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Pivot Compliance Portal. This course will enable you to strategically integrate Microsoft 365 Copilot into your information management processes to ensure its compliant use within your organization.

1 days training that is all about taking our records management thinking to the next level and looking at how we can employ a maturity model and extrapolate our thoughts and discussions to turn them into tangible products that we can sell to the customer.

A Caldicott Guardian is a senior person responsible for protecting the confidentiality of people's health and care information and making sure it is used properly. (UK CGC) This course covers an overview of the Caldicott’s role and responsibilities , through the challenges of information sharing for direct care, the relationship between the Senior Information Risk Owner, reporting to the Board or Governing Body, and implementing the Caldicott2 & 3 reviews across the organisation. Provides an update on the legal framework and national reviews.

The Senior Information Risk Owner (SIRO) is an essential role in any health or social care organisation, or local authority. This course covers the role and responsibilities of the SIRO and advanced working areas. Working relationships with the Caldicott Guardian, to the Data Protection officer, Information Governance team, and Information Asset Owners. Practical session on the development and maintenance of an Information Risk register. Assessing risk, threats, hazards controls, using Data Protection Impact Assessments (DPIA). Update on the legal framework, including the General Data Protection Regulation (GDPR), the Data Protection Act 2018 and e-Privacy regulations. The importance of leadership, supporting a compliance program, accountability and records of processing.

This one day course is designed to give an overview of Information Governance (IG) and the requirements to support and deliver an effective agenda in your organisation. IG is the management of information and how to establish a framework for employees to handle data through robust policies and procedures. The legal framework governing the use of personal data is complex, this course will help in understanding those complexities and what needs to be considered.

You will learn the basics of records management, which will give you the tools you need to begin or improve a Records Management programme in your organisation. Learn about the basic concepts, the life cycle stages of a record, the tools you need to start, how to deal with email, introduction to EDRMS/managing file structures, and how to create a file plan/business classification and how to create retention periods for records.

This course learn how to create a solid base of policy, get senior management buy in, assess, manage and understand information risk. You will learn how to undertake an effective information audit and how to map the data flow through the organisation. This course covers the basics and also goes through more practical implementation to kick start your strategy.

Data ethics has never been so important. The prevalence of data, its collection and technology has increased the accessibility of data science and analysis to not just the major corporate entities, but to everyone.

This one day course covers the basics of the GDPR and the Data Protection Act 2018. What is a Subject Access Request? How to manage a SAR, identity checks, disclosure, exemptions and withholding information as well as timescales and process. Looking at deceased records and lack of capacity requests, Redaction and Third Party information, request for removal or erasure of data, objections to processing of data, and the rights to portability and automated decision making, including profiling.

Redaction and scrutiny training covering all you need to know. Are you involved with redaction or scrutiny work, if so this is the course for you. This course covers the basics of understanding requests whether they are SARs or request for info.This one day course starts at the point after youve logged the request and once you have all the information in front of you; and covers what is entitled, considerations of what is being asked for and the appropriate redaction per scenario. This course covers legal privilege, and two identical requests from different parties. Making a mistake, double checking / proof reading and buddying. The course also covers grey areas, risk and escalation and the consequences of releasing information alongside a practical redaction and discussion.

Whether youre a fan of Office 365 or not, its hard to deny that its the hottest topic right now in the information management community. On this course we discuss the suite of Office 365 products in a records management context, exploring what Office 365 really is, how it meets, or fails to meet existing standards (MoReq2, ISO 16175 and 19475), and looking at approaches to implementation. With a focus on the new Advanced Data Governance features including Labels, Microsofts answer to classification, we will show you the latest functionality and how to make the most of it. Together, we explore the limitations, and the practical solutions you can apply in your organisation. We will also help you to understand the options available to you, and the licensing implications of each, giving attendees the confidence to move forwards and embed best practice. This is a two-day course with hands on experience in an office 365 training environment. You will be given an understanding of the most up to date technology underpinned by records management best practice and standards.

This one day course will help you understand, what is the freedom of information act 2000, the purpose of freedom of information act, who does the freedom of information act apply to, what is a freedom of information request and how to manage requests efficiently, logging requests and how to respond to the them.Following on by freedom of information act exemptions and how to identifying and apply them. The process around internal reviews, tribunal cases and appeals.At the end of the course you will have a Freedom of information act 2000 summary to support the development of policies and process. How to improve processes and have good working relationships with colleagues. Consequences of breaching the freedom of information

The Data Protection Officer (DPO) has a statutory basis in the General Data Protection Regulation (GDPR) and the Data Protection Act 2018. The Data Protection Officer will be the person staff approach for advice and guidance and it is their job to make sure the organisation stays on track with their data protection compliance program. This one-day course presents practical exercises about the role of the Data Protection Officer, key responsibilities and actions of the role; covering an induction to privacy law, the GDPR articles; Designation of DPO, Tasks and Position of DPO. Exercises covering the importance of accountability and transparency. Looking at the difference between implementation and advice/inform and monitor. How to avoid conflict of interest and how to manage a difference of opinions. This course will support you to build and embed a Data Protection by design culture and lots more!

This webinar will help you understand the best ways to use Microsoft Teams to comply with Data Protection legislation.The session is hosted by Lorna Gratwick our Microsoft Office 365 & SharePoint expert. This course is a practical hands on course, where you will be taught the following: Putting personal sensitive data on a Team Considerations for creating new Teams Inviting new members and managing Team membership Private channels Accessing Teams on personal devices Governance, Archiving and Disposal of Teams Backup of Teams

This one day DPA 2018 and GDPR training course covers the Data Protection Act 2018 and UK General Data Protection Regulation (GDPR), including the principles, legal basis, accountability and individual rights.Our interactive sessions cover personal and special category information, Data Protection Impact Assessments and Data Breach Management.

Companies are encouraged to implement technical and organisational measures, at the earliest stages of the design of the processing operations, in such a way that safeguards privacy and data protection principles right from the start (data protection by design). By default, companies should ensure that personal data is processed with the highest privacy protection so that by default personal data isnt made accessible to an indefinite number of persons (data protection by default). European Commission.

SharePoint forms the basis of Office 365, it’s the workhorse of the entire system and looks after the data from the other products within the suite. As a user or a manager it’s not always easy to find out what you can and can’t do or to understand the different ways of using it. Together, we explore the basic building blocks of SharePoint, and the useful features you can use at work in your organisation. We will also help you to practice and try out all the best functionality of the software in a dedicated training environment. You explore SharePoint in the context of the suite of Office 365 products, looking at the integration possibilities, different styles of implementation and what that could mean in terms of functionality. This course is a two session course (one session equals 1 half day) and is currently only available online.

Information Asset Management course covering all you need to know. This one day course we guide you through the information you are required to collect, how to collect and it, how to manage it and create a register. It will also clarify the roles of the Information Asset Owner and Administrator.

This course is for members of an Audit Team or anyone associated with a type of role that provides an audit function for internal investigations at all levels. This training course will guide you through the Microsoft 365 environment tools that you will need to run an internal audit and investigation in your organisation. This course will give you the confidence to identify what information is being shared in your organisation and how to search for information inside your Microsoft 365 tenant. You will learn how to use the Investigation Analytics, Configuring Polices, Alerts and Triage experiences, Remediation and Litigation procedure

You will explore all the content within the suite of Microsoft 365 products, looking at the information privacy aspects such as Privacy by design, Sensitive labels, Data Loss prevention and Data Breach notifications. Microsoft 365 has become the core of many businesses since the pandemic has sped up a move toward cloud-based computing. As the use of the Microsoft platform expands, the amount of data stored in the cloud increases and companies can access their data anywhere in the world. Therefore, Information Protection and Privacy becomes increasingly more important; but how do you manage this within Microsoft? This is an advanced course in Microsoft 365: if you are able to confidently answer Yes to the following questions you would benefit attending this course: Are you broadly familiar with how Microsoft 365 is used within your Company? Are you broadly aware of how metadata is used within SharePoint? Are you broadly familiar with the benefits of effectively managing information life cycles ? If your answer is No we suggest you attend either our Microsoft 365 & Share Point Records Management or the Microsoft 365 SharePoint Super User in order to progress to this course. You will explore all the content within the suite of Microsoft 365 products, looking at the information privacy aspects such as Privacy by design, Sensitive labels, Data Loss prevention and Data Breach notifications.

In this course we discuss the fundamentals of SharePoint you will learn how to navigate a SharePoint site, study the 3 main security groups, how to add and remove users and understand the permissions for each group. We will teach you how to use a document library and basic document management in SharePoint. SharePoint lists will be explained, including pages and how to modify them by using web parts available in SharePoint online. The SharePoint Fundamentals course will provide the novice user with a thorough understanding of the basic SharePoint building blocks, such as Lists, Libraries and Pages. You will have the opportunity to examine and test the software functionality in a dedicated training environment. You will explore SharePoint as a Site Owner to understand and work with the settings and permissions available in a SharePoint site.

This is an introduction to Information Architecture for Microsoft 365. You will learn key principles of Information Architecture for the governance of information within Microsoft 365. This course considers how Information Architecture is used in an Information Management context. On this course we will explore how Information Architecture is practically applied the Microsoft 365, considering factors such as hubs, sites, structures, columns, content types and term sets. The course is best suited for practitioners who have some working knowledge of Microsoft 365, particularly SharePoint and Teams. For those unfamiliar with Microsoft 365 we recommend you attend the Microsoft 365 SharePoint Fundamentals or Microsoft 365 SharePoint Administrator training before joining this course.

On this course you will examine the dos and don’ts when delivering and preparing for information management presentations. The course will begin with our example of ‘how to deliver a presentation badly’. You’ll get to watch a live demonstration of our very own host presenting everything wrong. If you start at the bottom, things can only get better, eh? After sitting through presentation sacrilege for a bit (5 mins tops, we promise) you’ll then be split into groups where you will identify the key pitfalls most presenters come up against when delivering content to an audience. After which we will discuss your findings with the full team. The course will then continue with the host teaching you: How to make your presentations more engaging and fun to ensure others stay engaged. The power an image can have and why you should use them in your presentations. How to design, tell and sell your story. The power of communication and the psychology of how people communicate with each other. How to design for inclusivity. How to sell yourself or your story to the business. Why you should use games and other techniques. At the end of Part 1 of the course, the host will set you a task – to create your own presentation! You’ll bring this back to present to the group two weeks later, Part 2 of the course. So be bold, be brave, and think outside the box. Part 2 (Half Day) Two weeks later, you will return to the virtual classroom and present yourself and your presentation to the group. As a collective we will highlight and congratulate what was good, as well as give constructive feedback on what could be improved. The benefit of doing this together with others working in the same industry is that if someone has a fantastic idea, there is no shame in everyone else copying it. We’re all in this together to achieve the same goal. As well as the design of your presentation, this session will focus on your personal energy, body language, and the words you choose to speak out loud. We will also have a final review of your goals and your desired outcome, to make sure you’re hitting all the right points to give an amazing presentation outside of the classroom. At the end of the course, you’ll leave feeling empowered and inspired to influence your company/organization to lead with information and privacy at its heart.

Microsoft Syntex is an intelligent document processing solution in Microsoft 365 built using Artificial Intelligence (AI) and Machine Learning (ML) techniques. It can help manage content at scale in your organization by providing structure (content types and metadata) and governance (protection and retention controls) to files in SharePoint. Once structure and governance controls are in place, organizations can realize savings with Syntex by improved content classification, improved search and discovery, and streamlined routine and high-value business processes. This course will explore Microsoft Syntex features, including information architecture and licensing requirements. This course is designed to demonstrate where Microsoft Syntex may be leveraged in your organization’s Microsoft 365 environment to realize these benefits.

This course uses scenario-based training and will: Refresh your knowledge of the SIRO role and its importance within any organisation. Review the ‘principles’ of Confidentiality, Integrity and Availability together with ethical considerations. Take you through incident and breach management, and lessons to be learnt. Be an opportunity to discuss with a professional and others in the same field, the challenges faced by a SIRO including Threats and Risks; and Governance.

This course uses scenario-based training and will: Refresh your knowledge of the Caldicott Guardian role and the Caldicott Guardian Principles. Help you to build confidence in your decision making. Explain in detail the potential impacts of Information sharing in health and social care (in line with CG Principle 7). Be an opportunity to discuss with a professional and others in the same field, the challenges faced as a Caldicott Guardian.

This instructor led course will teach you how-to use Microsoft Purview eDiscovery tools in detail. Learn how to carry out investigations across Microsoft 365 data for Information Requests, DSARS, FOI requests and other purposes.